From the Office Manager, click Reports > Lists > Unscheduled Treatment Plans. Select a range of patients to include on the list and which patient status (es) to include. Select to generate the list by either the patient’s Provider 1 (as listed in the Family File) or by the Treatment Plan Provider.
Full Answer
What can I do with Dentrix?
· Send Message - Dentrix's Send Message feature makes it easy for you to create e-mail messages for patients from within Dentrix. · Prescription module - The Prescription module is designed to help you quickly create prescriptions and accurately track medicines prescribed to your patients.
Is there a trial version of Dentrix available?
Thank you for your interest in learning how to use Dentrix. We have built an all-new, downloadable Dentrix Learning Edition. Go to Dentrix Learning Edition to get a limited, trial version of Dentrix and to access the updated online training.
How does Dentrix calculate deductible amounts?
By subtracting the Paid Benefits and Pending Estimates amount from the Annual Plan Benefits, Dentrix calculates the Est. Benefits Remaining YTD amount. The Deductible Owed/Total shows the deductible amount (s) and then indicates whether the deductible has already been applied.
Does Dentrix have a letter template?
And if Dentrix doesn't have a letter template that meets your needs, you can create your own documents to use within Dentrix. · Continuing Care - Continuing Care is used for monitoring your patients' ongoing dental care.
How do I run an outstanding treatment report in dentrix?
To run this report, in the Appointment Book, from the Options menu, click Treatment Manager. In the Treatment Manager View dialog box, select the report options you want. When finished, click OK. The treatment plan information you specified appears in the Dentrix Treatment Manager.
How do you pull unscheduled treatment in dentrix?
From the Appointment Book, select Treatment Manager from the Options menu....Find Patients with Unscheduled TreatmentSelect Patient should be set to so all patients are included on the list instead of a specific range of patients.Check All under Select Patient Prov1 so all providers are included on the list.More items...•
How do you pull up continuing care in dentrix?
To find patients that are overdue for continuing care:Open the Appointment Book.Click the Continuing Care Button to open the Continuing Care module.In the Continuing Care module, click Views. Select Overdue.
How do I print unscheduled treatment in dentrix ascend?
On the Power Reporting page, click (or tap) the Unscheduled Treatment icon. The report appears. The data from your database syncs with the reporting system automatically and displays the time of the last sync on the Data as of button.
How do I print a treatment plan on dentrix?
How To Print A Treatment Plan Case ReportOpen the Treatment Planner. - From the Appointment Book, Patient Ledger or Chart, select a patient. - Click the Treatment Planner icon on the toolbar.Highlight the desired Case folder to be printed in Treatment Plan Case Setup.Choose File Print. ( or select the printer icon)
How do I use the treatment plan in dentrix ascend?
Do one of the following:On the Patient menu, under Clinical, click (or tap) Treatment Planner.On the Patient menu, under General, click (or tap) Overview. The patient's Overview page opens. Click (or tap) the Treatment Plan box.
How do I find broken appointments on dentrix?
You can use the Unscheduled List to manage your broken appointments and fill your schedule. To open the Unscheduled List, in the Appointment Book, select Appt Lists | Unscheduled List. From the Unscheduled List, double click the appointment to open the Appointment Information dialog.
How do I print a dentrix appointment list?
The List Manager window appears. To exclude a patient, right-click the patient's name, and then from the shortcut menu, click Hide Patient. The patient's name is temporarily removed from the list (until you click Refresh on the toolbar). To print the list, click Preview/Print.
How do I find a patient in dentrix?
From any patient-specific Dentrix module, open the Select Patient dialog box. Click the Advanced Search tab. Enter the phone number for the patient in the Phone field. Click the Search button.
What is the best tool for Dentrix Enterprise?
One of the best tools in Dentrix Enterprise you can use to find patients who have urgent treatment cases in the Treatment Planner is the Practice Treatment Case Report. You can filter the patients by very specific criteria that you cannot find in other reports such as case severity, status, expiration date, or provider.
What is an unscheduled treatment plan report?
Use the Unscheduled Treatment Plan Report to find treatment plans that have been added to the Chart but are not scheduled in the Appointment Book. This report also provides insightful insurance information, including listing unused benefits.
What is a patient report in Dentrix?
The Patient Report (by Filters) option in Dentrix makes it easy for you to create custom reports and find specific patient data. When you generate reports using this feature, you can specify which information you want to see on the report, so you don’t have to search through information you don’t need to find the information you want.#N#You can use the Patient Report (by Filters) to find information you need that can’t be found in the regular Dentrix reports or to create one report that contains pieces of information that are given on several different reports.#N#To run the Patient Report (by Filters)
How to close patient report?
Click the Data Fields tab and check the data you want to include on the report. Click OK to close the Patient Report View. When you are prompted to choose a create/merge option, select Create Data File ONLY. Click OK to close the Create/Merge Options. Click View List.
Insurance Carrier List
One report to consider is the Insurance Carrier List. This list will provide you with options to view basic insurance plan information including maximum and deductibles, a list of subscribers, a list of all insured patients, or a combination of this information.
Letters and Custom Lists
If you prefer to generate a list for a range of insurance plans you could use the Patient Report (by Filters) in Letters and Custom Lists. By using this report, you could get a number of patients for a range of plans within an insurance carrier.
Utilization Report for Dental Insurance
The Utilization Report for Dental Insurance is a great report to evaluate your office fee compared to the fee an insurance plan is allowing you to charge. This may be a good report to generate if your practice is considering dropping an insurance plan.
What is Dentrix software?
Dentrix by Henry Schein One is a clinical and practice management software system that helps you manage a wide range of practice information, including patient demographics, clinical details, and production analysis.
How many modules does Dentrix have?
The Dentrix software includes five main modules that each manage specific types of information:
Is Dentrix compatible with Blackberry?
Dentrix Mobile is compatible with Blackberry (all models), iPhone, Palm Pre, and Android mobile devices and smart phones. · eBackUp - Secure the safety of your patient data with eBackUp. Backing up your data online eliminates the risks of tape or CD drive failure, human error, or improper storage of backup media.
